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Bearish sentiment settled! The USA has announced export control measures on semiconductors to China, causing stocks related to Hong Kong and A concept to surge.
The semiconductor industry is once again facing unreasonable pressure from the usa, and domestic production is expected to accelerate further.
Capital Allocation Trends At KINGSEMI (SHSE:688037) Aren't Ideal
kingsemi co., ltd. (688037.SH): The company has given up its preferential subscription rights for the additional investment in Shenyang Xinliwei.
November 28th, Kingsemi Co., Ltd. (688037.SH) announced that, in order to establish a sound long-term incentive mechanism, fully mobilize the enthusiasm and cohesion of the company and its wholly-owned subsidiary's management team and core employees, the wholly-owned subsidiary Shen Yang Xinli Micro Electric Equipment Co., Ltd. (referred to as 'Shen Yang Xinli Micro') introduced employee shareholding platforms Ningbo KingSource Yuanyuan Enterprise Management Consultancy Limited Partnership, and Ningbo Sheng Xinzhong He Enterprise Management Consultancy Limited Partnership through capital increase and share expansion. The company waived the preemptive right to increase capital for Shen Yang Xinli Micro, thus Shen Yang Xinli Micro becomes a wholly-owned subsidiary.
Supply is insufficient! Industry giants are operating beyond capacity and the semiconductors industry chain is expected to further recover.
According to industry media reports, taiwan semiconductor's 3nm process capacity utilization rate in the first half of next year will reach 100%, and 5nm is even hotter, with a capacity utilization rate of 101%, that is, overloaded operation. Tianfeng Securities pointed out that in recent years, the country has vigorously supported the technology industry, and our semiconductor industry chain domestication has ushered in opportunities.
Market Participants Recognise KINGSEMI Co., Ltd.'s (SHSE:688037) Revenues Pushing Shares 25% Higher
Kingsemi Co., Ltd. (688037.SH): received government subsidies of 30.4 million yuan.
Gelonghui on November 7th: kingsemi co., ltd. (688037.SH) announced that it has recently received a total of RMB 30.4 million in government subsidies, all of which are government subsidies related to revenue.